Geneos Wealth Management Inc. Wiswisdomtree Tr Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 5,382 shares of DNL stock, worth $196,550. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,382

Previous 5,713 5.79%

Holding current value

$196,550

Previous $223,000 4.93%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$36.65 - $40.81 $12,131 - $13,508	-331 Reduced 5.79%	5,382 $212,000
Q2 2024 Jul 23, 2024	BUY	$37.04 - $39.97 $4,741 - $5,116	128 Added 2.29%	5,713 $223,000
Q1 2024 May 03, 2024	SELL	$35.41 - $39.06 $19,369 - $21,365	-547 Reduced 8.92%	5,585 $217,000
Q4 2023 Jan 26, 2024	SELL	$31.84 - $37.1 $125,768 - $146,545	-3,950 Reduced 39.18%	6,132 $226,000
Q3 2023 Oct 11, 2023	SELL	$33.17 - $36.65 $13,234 - $14,623	-399 Reduced 3.81%	10,082 $337,000
Q2 2023 Aug 08, 2023	BUY	$34.59 - $36.52 $118,920 - $125,555	3,438 Added 48.81%	10,481 $375,000
Q1 2023 Apr 25, 2023	SELL	$32.54 - $35.82 $50,306 - $55,377	-1,546 Reduced 18.0%	7,043 $249,000
Q4 2022 Jan 30, 2023	SELL	$27.4 - $33.63 $47,922 - $58,818	-1,749 Reduced 16.92%	8,589 $276,000
Q3 2022 Nov 14, 2022	SELL	$27.2 - $34.05 $8,976 - $11,236	-330 Reduced 3.09%	10,338 $284,000
Q2 2022 Jul 22, 2022	BUY	$31.69 - $40.37 $23,767 - $30,277	750 Added 7.56%	10,668 $0
Q1 2022 May 16, 2022	BUY	$36.81 - $43.65 $365,081 - $432,920	9,918 New	9,918 $393,000
Q2 2018 Sep 07, 2021	SELL	N/A	-300 Closed	0 $0
Q4 2017 Sep 07, 2021	BUY	N/A	300	300 $17,000

Others Institutions Holding DNL

# of Institutions

115

Shares Held

12.3M

Call Options Held

Put Options Held

View Full List

About WISWISDOMTREE TR

Ticker DNL
Sector ETFs
Industry ETFs

More about DNL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Wiswisdomtree Tr Transaction History